Weekly update on federal income tax developments
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The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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We love the vibe of tax and here at The Tax Institute, we do tax differently. We chat with some of the tax profession's great thought leaders each episode, who share valuable and practical insights you may not hear every day.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Deltrease Hart-Anderson helps businesses and individuals permanently solve their federal and state tax problems. By keeping the IRS out of the Pocketbook, Wallets and Bank Accounts of Taxpayers!
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Real Estate Tax Playbook is your go-to resource for navigating the complex world of real estate taxation. Each episode delivers expert insights on tax strategies and credits tailored specifically for the real estate industry, helping investors and professionals maximize their financial potential.
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The tax podcast for UK tax professionals. A mixture of UK tax chat, guests and documentaries. Helping keep the professional up to date and tax compliant. Providing CPD for UK tax and accountancy professionals.
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Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
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The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
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Hey there, fellow real estate investors, FIRE enthusiasts, and tax aficionados! Welcome to "Real Estate is Taxing" – your go-to weekly podcast for all things real estate taxes, hosted by Natalie Kolodij, EA- Real Estate Tax Strategist and dry humor extraordinaire. Each week, we're breaking down complex tax topics into bite-sized, understandable explanations, with no regard for how many obscure references it takes to get there.
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Incite Tax Weekly is your 5-minute deep dive into real-world tax questions, brought to you by the InCite Tax Community—a hub for tax professionals who strive for accuracy and growth. Each week, we spotlight a featured question from the community and explore the top responses, backed by reliable citations. Perfect for staying sharp and learning something new, all in under 5 minutes! Whether you're a seasoned pro or just getting started, Incite Tax Weekly helps you level up your technical tax ...
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Empire Tax Professionals: Tax Tips for High-Earning Business Owners and Entrepreneurs
Rachel Michaelov
Welcome to Empire Tax Professionals: Tax Tips for High-Earning Business Owners and Entrepreneurs, the go-to podcast for savvy business owners and entrepreneurs looking to maximize their deductions and stay compliant with tax laws. Hosted by licensed tax expert and Entrepreneur Rachel Michaelov, this podcast covers a wide range of topics including tax planning, bookkeeping, sales tax, tax preparation, payroll, and tax planning for high-income businesses. Rachel Michaelov is licensed in all 50 ...
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Navigate the complexities of the tax world with RPC’s Taxing Matters podcast. This is a monthly podcast series designed for professionals and business leaders seeking insights into the often-complex world of tax. Whether you’re a seasoned professional, a business owner, or just curious about tax, our podcast brings you expert insights into the ever-changing tax landscape. Join our podcast host and Senior Associate in RPC's Tax Disputes team, Alexis Armitage, alongside monthly special guests, ...
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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UltimateTax Service, Inc. is a leader in providing tax professionals with quality tax software and year-round assistance. Since 2006 we have secured relationships and contracts with vendors that we respect. All of our Account Managers and Support Personnel are located in Muscatine, Iowa.
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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EY Talks Tax is a podcast series that examines significant recent and upcoming tax developments and their implications for businesses. In the series, EY subject-matter professionals share insights on a wide range of topics, from federal to international and state and local tax issues. Views expressed in this podcast are those of the speakers and do not necessarily represent the views of Ernst & Young LLP. The series is provided solely for the purpose of enhancing knowledge on tax matters. It ...
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Hi ya! Welcome to the De-Stress with Dr E Podcast. This is your go-to resource for everything stress and wellness for the African Professional. Episodes are released every Friday. Plan not to miss any episode!
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Steve Hamoen covers sales and marketing mastery to overcoming challenges, scaling through team development, and harnessing the power of mentorship for rapid growth.
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at [email protected] #deloittevoices
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Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...
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Over more than five years and 200 episodes, The Unique CPA has blossomed from “just an accounting podcast” into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we’re keeping you at the forefront of the changing face of public accounting through conversations with fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands ...
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Information and commentary on all things IT.
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at [email protected] #deloittevoices
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Welcome to The Accountant Quits podcast, an idea born from an inquisitive attempt to find one’s calling. I’m Umar and I will be your host on this series where we look into the impact of blockchain in accounting. From topics around the accounting treatment of cryptocurrencies, the new framework of triple entry accounting, the challenges at hand for audit and tax, and many more, we will look into how the profession of accounting is evolving and how accountants should prepare themselves for the ...
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Hosts Owen Arnoff and Randy Roth promise a lively, informational, and entertaining program. They will discuss how you can save money on taxes, protect your assets and avoid the costly mistakes that many people make during their lifetime. Whether you are a business owner, real estate investor, have IRS problems or just want to learn how to stay ahead of the constantly changing tax code, Tax$ense is for you.
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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at [email protected] #deloittevoices
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SAG Infotech Private Limited, we offer cutting-edge solutions and provide quality, cost-effective IT products and services. Our philosophy is driven by, be excellent in our pursuits and achieving mutually fulfilling goals that are perfectly expounded in our CA Software for tax industry
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Thought Leaders in Law and Business is a podcast presented by Hodgson Russ LLP in partnership with The Business Journals. It takes a close look at our nation’s pressing issues, from the financial health of banking institutions to the legalization of marijuana and state residency taxes. In other words, we’re talking about hot-button issues. Join us for exclusive conversations with host John Tebeau, publisher of Buffalo Business First, and Hodgson Russ attorneys who break down each topic and h ...
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Our PwC tax specialists share perspectives on tax's role in the world's business environment of today and tomorrow. Listen in as they delve deeper into new predictions for the role of tax in a changing tomorrow. You can listen to episodes at your convenience via your desktop computer or smart phone.
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This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.
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A leader in the Professional Tax Business for more than 15 years, About Keystone Tax Solutions offers our customers product innovation, flexibility, and the ability to earn incremental revenue. We make starting your own tax business fun, easy, affordable, and exciting. Whether you are wanting to jump into the ever growing tax preparation business, grow your current tax business, or simply purchase low cost professional tax software; Keystone Tax Solutions is here to serve you. Start your tax ...
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The solar energy sector in Arizona is currently oversaturated, which has led to a scarcity of transparency. In response, we've created a podcast to provide an honest perspective on going solar in the state. Join us as we explore the intricacies of utilities, equipment, processes, and more. Our primary objective is to educate and empower you to make informed decisions on your solar journey.
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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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In this podcast series, Derek Distin, Vice President of Community at Rightworks, sits down with several of our RightNOW sponsors to discuss the state of the accounting profession and its future. The RightNOW 2025 is the ultimate mid-year conference for accounting and tax pros. It will be held May 19-21 in Nashville, Tennessee. Register today at www.rightworks.com/rightnow2025.
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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at [email protected] # ...
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Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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Whether you're looking for a quick pick-me-up during your daily commute or a lighthearted escape from the stresses of the day, The Pick Up is the perfect podcast to brighten your mood and bring a smile to your face. DISCLAIMER This podcast is for entertainment purposes only and should not be considered legal [health, tax, profession] advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace prof ...
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Welcome to my podcast. I’m a Canadian tax expert who has 30 years of experience at a specialist level dealing with Canada - US tax matters for the private client. I love the study of leadership. I’m passionate about entrepreneurship and how tax and economic policy impacts Canadian entrepreneurs and executives. This podcast will discuss topics relating to taxation, taxation policy, leadership, economics and the odd political comment as it relates to the previous topics.
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An original podcast series from the Ohio Society of Association Professionals featuring candid conversations about the latest trends, challenges and success stories shaping the association world.
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Welcome to The Alissa Avenue Company! Our goal is to inspire you to become the best version of yourself. We focus on personal and professional development and self-discovery. We offer valuable insights and practical methods to help you take control of your well-being, wealth-building, and workflow. Alissa Duhon is a 25-year human capital success coach, applied positive psychology practitioner, and CEO of Alissa Avenue. The Altitude Talks Podcast offers valuable insights and strategies to hel ...
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EP 105 - Tax Planning for the Time-Strapped Professionals
23:35
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23:35Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available fo…
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Send us a text Confused about how solar affects your taxes? You're not alone. In this eye-opening episode, tax expert Bill Spahr pulls back the curtain on one of the most misunderstood aspects of going solar – the tax implications. When salespeople throw around terms like "tax rebate" instead of "tax credit," it's more than just semantics – it coul…
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Navigating Talent Trends in CPA M&A with Geoff Bruskin
29:04
29:04
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29:04In this episode of Growing Your Firm, host David Crostello welcomes back Geoff Bruskin, founder of White Tiger Connections, to discuss the evolving landscape of talent in the accounting profession. Geoff shares insights from his extensive experience in mergers and acquisitions (M&A) for CPA firms, emphasizing the growing importance of talent acquis…
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Episode 160 | Beyond The Numbers: Scaling Advisory Services In Your Tax Practice With Jim Buffington
35:42
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35:42Unlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable …
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The Deficit & Future Tax Policy - Ep. 105
36:18
36:18
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36:18In this episode, Justin and Jared discuss the federal deficit, the funding status of Social Security, and what that may mean for future tax policy and retirement planning for oil and gas professionals. For more information and show notes visit: https://www.bwmplanning.com/post/105 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthM…
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EY talks tax: BorderCrossings … with EY transfer pricing and tax professionals (May 29, 2025)
1:06:15
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1:06:15In this episode, panelists continue their prior discussion on some of the technical aspects of Pillar One Amount A as well as the broader historical “formulary apportionment versus arm’s length” debates.By EY
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Property Tax Appeals and Tax Legislation: Strategies for Real Estate Professionals
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40:20In this episode of the Real Estate Tax Playbook, host Evan Ross welcomes David McGuire and Justin Gephart from McGuire Sponsel to discuss property tax assessment appeals and upcoming tax legislation. The conversation explores when and how real estate owners should challenge assessments, valuation methods that lead to successful appeals, and how cha…
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Mastering Real Estate Investment: Strategies, Tax Planning, and Professional Insights
1:06:43
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1:06:43Join Steve Hamoen and Michael Matthew as they explore real estate investment strategies, highlighting the balance between action and planning. They discuss Michael's book and the triple c structure for Canadian investors, touching on tax credits, FAPI, and recent legislative changes. Topics include rent control, development challenges, and the bene…
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Mastering Profitability and Mindset Shifts for Entrepreneurial Success
57:49
57:49
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57:49In this episode, Steve Hamoen and Christian Brim delve into the essentials of profit and business sustainability. They explore overcoming limiting money beliefs and the importance of divergent thinking in entrepreneurship. The discussion covers the principles of the Profit First methodology, highlighting the dangers of prioritizing revenue over pro…
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Ep #244: Emergency Medicine Meets Early Retirement: The Social Security Playbook
14:37
14:37
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14:37Social Security might be the most universally recognized piece of the retirement puzzle, but that doesn’t make the decision around it any easier. Whether you’re planning to claim early or wait it out for a bigger monthly check, the debate is louder than ever—especially for high-income ER docs who might not “need” the benefit right away. Is there a …
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Develop CAS from the Ground Up: Power Your Firm
32:56
32:56
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32:56We continue our special CAS block on The Unique CPA as Kane Polakoff, the Client Advisory Services Practice Leader at CohnReznick, joins Randy on Episode 217. Kane has nearly three decades of experience in starting CAS practices, and they discuss the evolution, challenges, and best practices in building and managing CAS. Kane goes into significant …
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Summary In this episode, Mo Arbas and Paul Miller discuss the recent Partner Summit and the evolving landscape of advisory services in the accounting industry. They reflect on the challenges firms face, including pricing strategies, client relationships, and the impact of AI. The conversation emphasizes the importance of understanding client perspe…
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Stressed? Eat This, Not That | Gut Makeover | Chocolates & Ice cream by Dr Marvellous Njoku-Adeleke
32:14
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32:14Send us a text Dr. Marvy is back at the annual Stress Management Summit Africa with her signature blend of bold insight and practical science—this time, tackling the one stress-buster you’ve been overlooking: your plate. In this power-packed episode, our lifestyle medicine expert walks us through the gut–brain connection, the hormone havoc of corti…
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EP 107 - Depreciation Recapture - How the IRS Takes Back Your Deduction
21:25
21:25
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21:25Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available fo…
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The Taxation of Signing Bonuses for Pro Athletes in Canada - Episode 29
27:44
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27:44In this episode, Kim G C Moody dives into a high-profile tax controversy involving NHL star John Tavares and the Canada Revenue Agency’s reassessment of his signing bonus from the Toronto Maple Leafs. If you've read recent media coverage on the issue, chances are you've seen more confusion than clarity, so I'm here to set the record straight. We ex…
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Federal Tax Update: Senate Finance Committee Tax Provision Draft Issued
1:08:39
1:08:39
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1:08:39https://vimeo.com/1095435474?share=copy#t=0 https://www.currentfederaltaxdevelopments.com/podcasts/2025/6/22/2025-06-23-senate-finance-committee-tax-provision-draft-issued This week we look at: Schwartz v. Commissioner: The Critical Role of Estimated Tax Compliance in Collection Due Process Determinations Cano v. Commissioner: Validity of Notice of…
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EP 106 - Why You Need a Trust (even if you're not rich)
4:24
4:24
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4:24Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available fo…
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This week we look at: Schwartz v. Commissioner: The Critical Role of Estimated Tax Compliance in Collection Due Process Determinations Cano v. Commissioner: Validity of Notice of Deficiency and Address Errors Key Differences Between House and Senate Tax Provisions in Reconciliation Process to Date An audio only version of this week’s broadcast can …
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How To Purchase A Monthly Income Guaranteed For Life
28:39
28:39
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28:39Hans and Robby are back again this week with a brand new episode! This week, they discuss how to purchase a monthly income guaranteed for life. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardina…
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Why Historical Cost Accounting Is Broken (And What Could Fix It)
50:30
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50:30What if the foundation of financial accounting is fundamentally flawed? Tom Selling, author of The Accounting Onion blog, argues that historical cost accounting creates a "truth in labeling problem" that allows management to manipulate earnings while failing to capture economic reality. Through compelling examples from oil and gas, pharmaceuticals,…
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Why there's a 'huge disconnect' when teaching about wealth
20:53
20:53
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20:53During our teenage years, core beliefs are developed and nurtured - beliefs about ourselves and ways of understanding the world; ways of navigating the transition into adulthood and the development of resilience. And amidst all this are fundamental concepts about financial aptitude: saving, spending, long-term planning. But how much are young peopl…
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Mastering Delegation and Hiring for Business Growth with Anita Woodward
16:50
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16:50Steve Hamoen and Anita Woodward discuss the differences between entrepreneurs and business owners, focusing on balancing tasks and overcoming the common issue of being perpetually busy. They explore the Pareto principle's role in task management and delve into effective delegation, emphasizing the importance of building systems and measuring succes…
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What happens when venture capitalists spend billions on AI but need customers to buy it? In this episode, Blake and David explore how investment firms are now purchasing accounting firms to force-feed AI adoption, comparing it to Pepsi buying restaurants to sell more soda. They also dig into the massive gap between AI promises and reality, question…
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The Big, Beautiful Bill: What Tax Pros Need to Know Now
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31:23In this episode of The Growth Minded Accountant, host Lee Reams II is joined by Lee Reams Sr. to unpack the latest updates on tax reform from both the Senate and the House. We break down: What’s actually in the “Big, Beautiful Bill” (so far) Key differences between House and Senate versions Which clients could be impacted—and how How to turn reform…
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A trailblazing CPA on managing a merger and why it’s OK to lose clients
22:21
22:21
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22:21Jody Grunden, CPA, stands out for more than his brightly colored Hawaiian shirts at accounting conferences and events. Grunden was one of the first firm leaders to embrace remote work, and he remains a proponent of it. His firm also was one of the first to offer outsourced CFO services. In this JofA podcast episode, Grunden reflects on his firm’s g…
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EY talks tax: Considerations for metals and minerals companies on tariffs, trade and transparency (June 10, 2025)
58:14
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58:14In this episode, leaders from the metals and minerals sector share insights on today’s complex and fast-changing trade and tariff landscape and what it means for your business.By EY
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EY talks tax: Tax policy update - real estate sector outlook (June 3, 2025)
59:07
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59:07In this episode, panelists discuss potential impacts of budget reconciliation on the real estate sector.By EY
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Mastering Contract Strategies: Legal Enforceability, Dispute Resolution, and Business Preparedness
46:29
46:29
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46:29Steve Hamoen and Shaneka Shaw Taylor into the legal enforceability of contracts, emphasizing proactive measures for business preparedness. They discuss the roles of key contract players and the importance of clear payment clauses. The conversation covers the nuances of contract language, settlement options versus trials, and post-judgment collectio…
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Ep #243: The Financial Personalities Of Emergency Physicians 2.0
16:31
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16:31Ever wonder why some people obsess over every financial detail while others just want someone to handle it all for them? Money isn't just about math — it's deeply tied to how we're wired. In this episode, we're diving into how your personality shapes your financial decisions — and why knowing yourself might be the key to getting (and staying) ahead…
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Episode 216 of The Unique CPA kicks off a three-episode CAS block, starting with Randy Crabtree’s conversation with Christine Triantos. Christine, who has over 30 years of experience as one of the trailblazers of CAS within the profession, discusses its fundamentals, differentiating it from traditional accounting services like bookkeeping and write…
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Federal Tax Update: The Case of the Vanishing Levy
1:38:56
1:38:56
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1:38:56https://vimeo.com/1093248015?share=copy#t=0 https://www.currentfederaltaxdevelopments.com/podcasts/2025/6/16/2025-06-16-the-case-of-the-vanishing-levy This week we look at: Understanding Automatic Accounting Method Changes-Revenue Procedure 2025-23 Accounting Method Changes in Conmac Investments, Inc. Conservation Easements in Glade Creek Partners,…
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This week we look at: Understanding Automatic Accounting Method Changes-Revenue Procedure 2025-23 Accounting Method Changes in Conmac Investments, Inc. Conservation Easements in Glade Creek Partners, LLC Tax Treaty Exemptions in Kramarenko v. Commissioner Tax Refund Litigation & Variance Doctrine in Shleifer v. U.S. Tax Court Jurisdiction in Commis…
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Ep. 23 | The Future of The CPA Profession
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55:13About the Guest: Bob Doyle Bob is the President and CEO of the Michigan Association of CPAs (MICPA). Before entering the accounting field, Bob worked in marketing, communications, and advocacy within the robotics and automation industry. With a bachelor's degree in environmental engineering, he holds a rich background that spans from engineering ro…
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Multifamily Investments, Generational Wealth, and Leadership Insights with Veena Jetti
1:11:38
1:11:38
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1:11:38Steve Hamoen and Veena Jetti delve into multifamily investments, discussing Steve's insights on small investments and capital raising along with Veena's journey as an immigrant. They address burnout, balancing life as a single parent, and the power of support networks. Ethical investing, raising grounded children, and the concept of leverage in bus…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss ROTH IRA's vs cash life insurance. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or calli…
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The Death of the Financial Close: Aaron Harris on AI's Accounting Revolution
46:58
46:58
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46:58Live from the Sage Future conference in Atlanta, Aaron Harris, CTO of Sage, joins Blake and David to explain why he wants to completely eliminate the financial close rather than just make it faster. Harris breaks down the three waves of AI transformation in accounting—from task-based automation to generative AI to fully autonomous agents—and reveal…
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Beyond the Numbers: Elevating CPA Practices with Wealth Management and Advisory Services
26:38
26:38
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26:38Summary In this episode, Mo Arbas and Paul Miller engage with Trisha Floyd, a CPA firm owner, discussing her journey in transitioning from traditional accounting to advisory services. Trisha shares insights on the importance of client education, building trust, and the integration of wealth management into CPA practices. The conversation highlights…
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In our latest episode, our in-house VAT expert, James Hurst, shares some brief thoughts on recent VAT cases that caught his eye. For more information on this topic and more, please visit www.mercia-group.com for further details.By James Hurst, VAT Trainer and Consultant
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'If regulation is stopping women from becoming financial advisers, why?'
21:08
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21:08From zoological research to heading up financial planning business Hannay Wealth, Vanessa Barnes’ career path into professional financial services is not a traditional one. She talks to editor Simoney Kyriakou on the FT Adviser Editor's Podcast about her new role as chairperson of the Women’s Wealth Alliance and why the Alliance has just launched a…
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Real Life Ways Accountants Use AI, How Sage Will Eliminate the Close
1:08:40
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1:08:40Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump’s public breakup, the latest in Deel’s corporate spying allegations, Deloitte’s unapologetically intense work-life balance ad, and a billion-dollar “A…
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Accounting talent pipeline: What’s the buzz from ENGAGE?
9:59
9:59
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9:59One popular discussion topic at AICPA & CIMA ENGAGE 25 is the accounting talent pipeline. Liz Burkhalter, the AICPA’s director—CPA Pipeline, is taking part in those conversations. On this episode of the JofA podcast, Burkhalter shared encouraging news related to the pipeline and reminded CPAs of how using their “circle of influence” can help to gro…
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#90: Token Launch & Valuation with Neil Thakur from Teknos Associates
1:13:11
1:13:11
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1:13:11In practice, token launches are often delayed, and that can slow down the entire roadmap of a web3 project. Once there’s a traded price for a token, it’s difficult to walk it back. Post-launch valuations are often magnitudes higher than pre-launch ones. That’s why valuation reports have a limited shelf life, and why getting it right matters. My gue…
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Why Cedaw is vital for UK pensions fairness
31:00
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31:00"There is so much that can be done constructively through the law," according to Dr Jocelynne Scutt. The Australian-born barrister, writer and human rights lawyer speaks to the FT Adviser Editor's Podcast about her formative years learning about women's rights and how her legal work led her to help Britain's 50s-born women in their struggle for pen…
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Send us a text Tax planning timing is crucial for maximizing wealth and minimizing your tax burden, with most people waiting too long and missing significant opportunities for savings and financial growth. • When to start tax planning if you have business income volatility or uncertainty • How one-time events like RSUs, capital gains, or inheritanc…
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Your Brand Has a Voice. Does Your Firm Know What It Sounds Like?
35:34
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35:34In a world where AI can generate endless content, your voice is the one thing it can’t replicate—unless you train it to. In this episode of The Growth-Minded Accountant, host Lee Reams is joined by Rebekah Barton, Chief Visibility Officer at CountingWorks PRO, to explore how tax and accounting firms can grow faster by sounding more human. 💡 Inside …
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The $400 Million Question: Should Congress Eliminate the PCAOB?(From the Earmark Podcast)
50:49
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50:49Earmark Media Presents a bonus episode of Earmark Podcast: What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to exam…
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